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Manage Employees

Manage the people at your dealership: invite employees, set their permissions, and control their access.

What you'll learn​

  • Inviting an employee by email
  • Finding, viewing, and editing an employee
  • Resending invitations, suspending, re-enabling, and deleting
  • How employees set and change their own name

Before you start​

  • Open your account menu (your avatar) and select Administration. The Employees tab opens by default.
  • Adding, editing, or changing employees requires the Can manage retailer permission. Without it you can view the list and open an employee, but you cannot make changes.

Steps​

Invite an employee:

  1. On the Employees tab, click Add employee.
  2. In Add an employee, enter the person's Email.
  3. Under Permissions, check what the person is allowed to do (see Permissions).
  4. Click Send invite. The invitation email goes out right away.

Find and open an employee:

  1. Use the Search an employee... box to filter the list by name or email.
  2. To include suspended people, open Filter and turn on Include suspended.
  3. To reorder the list, use the sort menu (Newly added, Oldest added, Employee name A-Z, Employee name Z-A).
  4. Click an employee card (or View employee) to open the Editing view.

Edit or change status:

  1. In the editing view, change the Permissions and click Save employee.
  2. Open the Advanced menu (next to Email) for more actions:
    • Resend invitation: for an invited employee who has not activated an account yet, including when the invitation has expired.
    • Suspend employee: available while Active.
    • Enable employee: available while Suspended.
    • Delete employee: removes the employee from your dealer.
  3. Confirm the prompt ("The employee will be ..., do you really want to continue?").

Good to know​

  • Status meanings: Active (account activated, with access to your dealer), Pending (invited, invitation not yet accepted), Suspended (access to your dealer revoked; can be re-enabled), Inactive (the invitation expired before it was accepted; use Resend invitation).
  • Suspending or deleting an employee only affects your dealer. If the person also works for another dealer, they keep their access there. To bring back someone you deleted, invite them again.
  • Suspended employees are hidden from the list until you turn on Include suspended.
  • Your own entry is marked (You). The Advanced menu is not available on your own entry.
  • The Email is required, must be valid, and cannot be changed once the employee is created. If the person is already on your employee list, you see "The email already exists."
  • If the email belongs to someone who already uses Wizsellr for another dealer, they are added to your dealer and get an email letting them know, instead of a new invitation. They can then switch to your dealer (see Switch dealer).
  • You no longer enter a name when you invite someone. New employees enter their own first and last name when they activate their account, so until then their card shows only their email.
  • Employees can change their own name at any time: open the account menu (your avatar), select View profile, click the pencil icon next to their name, and update First name and Last name in Change employee name.
  • Invitations are sent in both English and French in a single email. Whichever language link the person clicks opens Wizsellr in that language.
  • Save employee is hidden for a suspended employee; enable the employee first to change their permissions.